In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it’s power.
It was about 15 years ago.
While still at my former employer, I was starting to mentally explore the possibility of becoming a corporate expatriate.
And as quick as I allowed myself to venture into those thoughts, the Gremlins began to attack.
Dumbfounded and disappointed.
As I listened to the Barron’s Top 100 Advisor tell me their story, my brain cycled through both of these emotions.
My question was designed to better understand how as wholesalers we may rub advisors the wrong way.
156 years ago.
That’s when one of the world’s finest speeches was spoken.
You’ve heard him before.
She’s on your weekly sales calls.
He’s in your divisional and national sales meetings.